Axos Financial
236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.
243% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $2.95M
136% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 22
62% more capital invested
Capital invested by funds: $1.05B → $1.7B (+$650M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more funds holding
Funds holding: 206 → 236 (+30)
1.18% more ownership
Funds ownership: 75.77% → 76.95% (+1.2%)
28% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$13M |
| 2 |
BlackRock
New York
|
+$12.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.94M |
| 4 |
DAM
Davis Asset Management
Sausalito,
California
|
+$2.77M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$18M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$4.99M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.8M |
| 4 |
Renaissance Technologies
New York
|
-$4.02M |
| 5 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$3.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Rockefeller Capital Management
New York
| – | -$10K | -452 | Closed |
|
|
PCM
252
Prelude Capital Management
New York
| – | -$6K | -236 | Closed |
|
|
AA
253
Advisory Alpha
Holland,
Michigan
| – | -$6K | -227 | Closed |
|
|
PMFA
254
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -150 | Closed |
|
|
VNA
255
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -23 | Closed |
|
|
ASN
256
Advisory Services Network
Atlanta,
Georgia
| – | -$506 | -16 | Closed |
|
|
CWA
257
Clearview Wealth Advisors
Salem,
Oregon
| – | +$158 | +5 | New |
|
AX Hedge Fund Activity: Q4 2020 in Review
236 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q4 2020, worth a combined $1.7B — up 62% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AX positions and 22 closed out — a net gain of 30 holders — while 58 added to existing stakes and 81 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $13M. The largest seller was Basswood Capital Management, cutting an estimated $18M.
- 236 institutional investors held Axos Financial (AX) as of Q4 2020, up from 206 in Q3 2020.
- Funds reported $1.7B of Axos Financial stock for Q4 2020, up 62% quarter-over-quarter.
- 52 funds opened new Axos Financial positions in Q4 2020 and 22 closed out, a net change of +30 holders.
- The largest Axos Financial buyer in Q4 2020 was JP Morgan Chase, an estimated $13M added.
- The largest Axos Financial seller in Q4 2020 was Basswood Capital Management, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2020.